L.K. Benson & Company’s Avantis International Small Cap Value ETF AVDV Stock Holding History

L.K. Benson & Company’s Portfolio AVDV Stock Details AVDV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.58M	Sell	15,374 -134	-0.9%	-$14.3K	0.48%	31
2026 Q1	$1.55M	Sell	15,508 -129	-0.8%	-$13.2K	0.51%	32
2025 Q4	$1.47M	Sell	15,637 -347	-2%	-$31.5K	0.74%	32
2025 Q3	$1.42M	Sell	15,984 -186	-1%	-$15.6K	0.77%	29
2025 Q2	$1.28M	Sell	16,170 -81	-0.5%	-$5.99K	0.79%	29
2025 Q1	$1.13M	Sell	16,251 -7	-0%	-$475	0.78%	32
2024 Q4	$1.06M	Buy	+16,258	New	+$1.1M	0.75%	30

Other funds holding AVDV

Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return

Unison Advisors Washington, District of Columbia $1.43B AUM 23.44% 1-Year Est. Return

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

BEW

Burton Enright Welch Walnut Creek, California $852M AUM 23.38% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return

PHWA

Petersen Hastings Wealth Advisors Kennewick, Washington $1.19B AUM

BWM

Brickley Wealth Management San Mateo, California $696M AUM 25.84% 1-Year Est. Return

L.K. Benson & Company's AVDV Position: Q2 2026 in Review

L.K. Benson & Company reduced its Avantis International Small Cap Value ETF (AVDV) stake by 0.86% in Q2 2026, selling an estimated $14.3K and leaving 15,374 shares worth $1.58M. The position accounts for 0.48% of the portfolio, ranked #31.

L.K. Benson & Company first reported a position in AVDV in Q4 2024 and has held it in 7 quarters since. 275 funds tracked by Wall St. Rank hold AVDV as of Q2 2026.

L.K. Benson & Company held 15,374 shares of Avantis International Small Cap Value ETF worth $1.58M as of Q2 2026.
L.K. Benson & Company sold 134 Avantis International Small Cap Value ETF shares in Q2 2026, an estimated $14.3K.
Avantis International Small Cap Value ETF made up 0.48% of L.K. Benson & Company's portfolio in Q2 2026, its #31 holding.
L.K. Benson & Company first reported a position in Avantis International Small Cap Value ETF in Q4 2024 and has held it in 7 quarters since.
275 funds tracked by Wall St. Rank held Avantis International Small Cap Value ETF as of Q2 2026.

Based on L.K. Benson & Company's 13F filing for Q2 2026, filed 24 Jul 2026.